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How to make 'Last Name' field in 'Create Lead' form non-mandatory

Open SonalikaG opened this issue 2 years ago • 11 comments

Hi, is there a way to make the 'Last Name' field in Create Lead form non-mandatory? Currently, we cannot submit a Lead without providing data in the 'Last Name' field. Please suggest a way.

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SonalikaG avatar Jun 22 '22 10:06 SonalikaG

I'm a fan of this, but I think an even better solution is to just merge First Name Last Name into "Name." Would such a patch be reasonable?

srbaker avatar Apr 14 '23 02:04 srbaker

Yeah I like this idea. Probably scales better to non western cultures too

johnbumgardner avatar May 26 '23 20:05 johnbumgardner

tagging this with good first issue. @srbaker if youre interested in implementation please be our guest

johnbumgardner avatar May 28 '23 14:05 johnbumgardner

I'm going to take a crack at this. Thanks!

srbaker avatar Jun 05 '23 11:06 srbaker

I'm going to take a crack at this. Thanks!

awesome, feel free to reach out to me if you have questions

johnbumgardner avatar Jun 05 '23 12:06 johnbumgardner

@johnbumgardner so i think it is good idea to merge First Name and Last Name to Name, so i can implement it

clevertension avatar Aug 11 '23 09:08 clevertension

Is merging first and last names potentially a bit "lossy"? I understand that there's some value in just having a name, but are there cases where being able to identify a lead's first name might be useful?

I'm thinking of the use case where you are constructing an email campaign. Reaching out to someone with the greeting "Hi Elizabeth Blackwell" is more formal than "Hi Elizabeth". If you are going for a more personal approach, using someone's full name might not be ideal.

I wonder if just making last_name optional might be a more flexible alternative than combining first and last names. Or perhaps the naming scheme could be configurable. I don't necessarily have a solution here - just thinking things through in my own head.

ferrisoxide avatar Aug 11 '23 13:08 ferrisoxide

Something else to consider: if we flatten first_name and last_name to just name we will have to do the same for Contact, otherwise we won't be able to convert Leads to Contacts.

ferrisoxide avatar Aug 13 '23 22:08 ferrisoxide

I'm open to a pull request adding a "display_name" or similar, which can be new/distinct from the structured named elements. Over time, this can evolve to be the default.

Be aware of https://www.kalzumeus.com/2010/06/17/falsehoods-programmers-believe-about-names/

CloCkWeRX avatar Aug 14 '23 12:08 CloCkWeRX

The original request from @SonalikaG was fairly simple. Is there a danger we'll end up complicating things in the search for a more comprehensive solution that we don't have a current requirement for?

ferrisoxide avatar Aug 14 '23 12:08 ferrisoxide

@johnbumgardner I’d like to clarify the implementation for the Create Lead form regarding the last_name field. Here are the options we’re considering:

  1. Make last_name optional.
  2. Merge first_name and last_name into a single name field.
  3. Maintain separate first_name and last_name fields.

Could you please let me know what we need to implement?

mindsublimes avatar Sep 21 '24 22:09 mindsublimes